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Tax Information

The University of North Alabama is required by the Internal Revenue Service (IRS) to obtain a Social Security Number (SSN) or a Tax Identification number (TIN) in order to file 1098-T Tuition Statement with the IRS.   For students, this will typically be your SSN.  UNA will report a student’s 1098-T Tuition Statement to the IRS with or without an SSN/TIN.   A hold will be placed on accounts with missing SSN's.  This hold will prevent a student from registering or receiving a transcript until this requirement has been fulfilled.  In addition, according to IRS section 6723, a penalty may apply to any individual who is required (but fails) to furnish an accurate SSN/TIN to an institution or insurer.  

  

How to Submit Your W-9S Form

Download the W-9S (Substitute) form (PDF)

Please print, complete, and return the W-9S form to: Registrar’s Office, UNA Box 5044, Florence, AL 35632 or Bibb Graves Room 103 or fax to 256-765-4191.

Form 1098-T Information

The American Opportunity Credit (replaced the Hope Scholarship credit in 2009) and the Lifetime Learning Credit, also referred to as education credits, were created by the Taxpayer Relief Act of 1997. The details of these and other higher education tax benefits associated with the Taxpayer Relief Act of 1997, including a description of qualifying expenses, can be found on the IRS website, at http://www.irs.gov/individuals/students/index.html.

In January each year UNA will issue a Form 1098-T to each qualifying student indicating the amount charged by the University for Qualified Tuition and related expenses during the previous calendar year, along with additional required information. The purpose of the 1098-T is to assist students in indentifying tax credit qualifying expenses. UNA is prohibited from giving tax advice, please consult your tax advisor for assistance

Amount Reported:

The IRS allows universities to report either Payments Received (Box 1 on the 1098-T) or Amounts Billed (Box 2 on the 1098-T). UNA has elected to report the amounts billed (qualified tuition and related expenses) to the student for the tax year. No amounts will be reported in Box 1 of the 1098-T.

If the student had pre-registered for the current Spring semester in the Fall semester of the last calendar year, the related charges will be included in Box 2 of the 1098-T. For example, if the student had registered for Spring 2017 classes in the Fall 2016 semester (as part of pre-registration), those charges will be reflected as part of the Box 2 amount in the student's 2016 1098-T.

Box 2 of the 1098-T includes all qualified items that were actually billed during the calendar year.  Information will be reported in Boxes 2 through 10 of the 1098-T only if they pertained to the student during that particular calendar year.

Electronic 1098-T Option Now Available

University of North Alabama is pleased to announce that we are providing the opportunity to retrieve your 1098-T forms online.  IRS regulations state that each student who wishes to receive their 1098-T electronically must provide his/her consent electronically through our third party vendor, ECSI.

To choose to receive your 1098-T electronically, go to https://www.ecsi.net/taxinfo.html and log in to your account.  If you have not yet signed up or if you have forgotten your password, click on the “need help logging in” link.  UNA’s school code is R1.  

 

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